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Golub Capital BDC shares owned by Compass Wealth Management

Quarter-by-quarter ownership of Golub Capital BDC (GBDC) shares owned by Compass Wealth Management from 13F filings

Historical chart of Compass Wealth Management investment in Golub Capital BDC

Tip: Access up to 7 years of quarterly data

All positions including Golub Capital BDC held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Golub Capital BDC by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.0k 200 15.14
2024-12-31 $3.0k 200 15.16

More positions owned by Compass Wealth Management

Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Alphabet Cap Stk Cl C (GOOG)
Advanced Energy Industries (AEIS)
Alphabet Cap Stk Cl A (GOOGL)
Danaher Corporation (DHR)
Applied Materials (AMAT)
V.F. Corporation (VFC)
Constellation Brands Cl A (STZ)
Air Products & Chemicals (APD)
Te Connectivity Ord Shs (TEL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
TJX Companies (TJX)
Chevron Corporation (CVX)

View all positions for Compass Wealth Management

Top funds holding Golub Capital BDC

OTR - Nominee Name for The State Teachers Retirement Board of Ohio
CI Private Wealth
Van Eck Associates Corp.
Allen Investment Management
Northeast Financial Consultants
Sound Income Strategies
Sage Mountain Advisors
Rockefeller Capital Management
Morgan Stanley
Generali Asset Management SPA SGR
Ares Management
Jpmorgan Chase & Co
HighTower Advisors
OMERS Administration Corporation
UBS Group

View all funds holding Golub Capital BDC